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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,275 | $118,695-95.6% | $98,916-94.7% | $158,950-96.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 25.47% | 372.39%-346.9pp | 196.45%-171.0pp | 302.91%-277.4pp |
| Employer contribution / active EE | $1,019 | $3,333-69.4% | $2,689-62.1% | $4,762-78.6% |
| Participant deferral / active EE | $1,019 | $5,088-80.0% | $4,245-76.0% | $5,983-83.0% |
| Admin fee / account holder | $15 | $10,132-99.8% | $6,642-99.8% | $11,248-99.9% |